🛒 Online / Digital Sales · pre-installed workflow

A missed online appointment gets re-booked — not written off

Recovers a missed discovery call fast — re-book it, or just answer their questions in chat — then graduates to nurture if they don't re-engage.

Why this workflow exists

A BMC Health Services Research study of hospital clinics found nearly one in five appointments (18.8%) ended in a no-show, with each missed appointment costing an average of $196. (BMC Health Services Research)

What triggers it

A scheduled appointment comes and goes without the contact showing up. The moment it's marked a no-show, this workflow starts.

The walk-through

Here's the shape of it — every step visible on the canvas, every delay yours to change:

  1. 15 minutes later, a text goes out from your business number — consent-gated, and it queues in your Approvals inbox before it sends.
  2. 3 hours later, an email goes out — carrying the required unsubscribe link, like every email the platform sends.
  3. 2 days later, Arianna places an AI call — only to contacts with prior express consent on file, inside calling hours, per TCPA rules.
  4. A day later, the workflow checks — Re-booked?
    • If yes:
      1. The contact is tagged call-rebooked, so you can always see exactly who this workflow has touched.
    • If no:
      1. 4 days later, an email goes out — carrying the required unsubscribe link, like every email the platform sends.
      2. The workflow enrolls them in Long-Term Nurture — the long game takes over from here.

How it stops

Out of the box it stops the moment the contact replies — the conversation is yours (or Arianna's) from there. And if they text STOP, everything halts instantly. That's a compliance rule, not a setting.

The rails

Every touch in this workflow runs on the same rails as everything else in Sales Team Toolbox:

  • Consent first. Texts and calls go only to contacts with prior express consent on file. No consent, no send — no exceptions.
  • The Approvals inbox. AI-drafted texts and calls queue for your approval before anything goes out, until you deliberately switch a step to auto-approve.
  • STOP always wins. One opt-out halts every workflow for that contact, instantly. It is not a setting you can turn off.
  • Quiet hours and send-fatigue limits. Touches respect calling hours and per-contact frequency caps.
  • An unsubscribe link in every email. Standard, always.

The fine print lives in the compliance FAQ.

You don't import this. Pick Online / Digital Sales at signup and this workflow — plus 6 more — installs itself before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.

The rest of the Online / Digital Sales suite

Under the hood

Every step above is a node on a visual canvas you can open and edit. Read how workflows run, the node reference, your niche suite, and Autopilot & Agent Goals (Autopilot is included on the Pro and Agency plans).

See where this fits in the platform: the full product tour →

Pre-installed, not imported

Get this running without building it.

Pick Online / Digital Sales at signup and the whole 7-workflow suite installs itself before onboarding ends — nothing to import, nothing to build.

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